Investing In Your Values

Investing In Your Values

Welcome to the Investing In Your Values podcast! I'm Shari Greco Reiches, Behavioral Finance Expert, Regional Director for EP Wealth Advisors’ Chicago North Shore office, and a leader in EP Wealth’s Investing in Women initiative. In each episode, I share real stories of people who’ve aligned their financial decisions with their core values to live with purpose and success. I hope their journeys inspire you to do the same.

Recent Episodes

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Matt Halloran – Learning How to Listen
July 16, 2025

Matt Halloran – Learning How to Listen

In this episode, Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator for financial advisors. They discuss the inspiration for Matt’s new book, Shu...
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Lisa Ratner – Dating in Your 50s and Beyond
June 18, 2025

Lisa Ratner – Dating in Your 50s and Beyond

Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips, dating apps and what to look for if you do decide to hire a matchmaker. Lisa...
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Zach Weber – Expressive & Exploratory Art
March 19, 2025

Zach Weber – Expressive & Exploratory Art

Shari talks with Zach Weber about his career as a multidisciplinary and mixed-media artist. Zach is 27 years old and has exhibited in institutions such as Art Miami, 2022, the Zolla/Lieberman Gallery, The Art Center of Highla...
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Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy
Feb. 18, 2025

Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy

In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer expert, having previously worked as an estate planning attorney. He has been...
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Johanna Smith – How to Achieve Harmonious Balance
Dec. 17, 2024

Johanna Smith – How to Achieve Harmonious Balance

Shari talks with Johanna Smith about Harmonious Balance, a concept to help individuals live their best lives through the practice of holistic energy management. Johanna shares: how she went from engineering to the wellness fi...
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Ellen Rogin – How You and Your Money Can Live Happily Ever After
Aug. 13, 2024

Ellen Rogin – How You and Your Money Can Live Happily Ever After

Shari talks with Ellen Rogin, a bestselling author and trainer to financial advisors. Shari and Ellen share a common bond – they have both built careers based on taking the stress out of money. They discuss Ellen’s new book, ...
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Kristyn Gibson and Liz Xilas – Advice for Women in Charge… Of Their Finances
July 24, 2024

Kristyn Gibson and Liz Xilas – Advice for Women in Charge… Of Their Finances

A majority of women will one day be solely in charge of their finances. Shari talks with our Senior Financial Advisors Kristyn Gibson and Liz Xilas about why it is so important for women to take an active role in their financ...
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Jennifer Gray – How to Break the Cycle of People Pleasing and Burnout
June 5, 2024

Jennifer Gray – How to Break the Cycle of People Pleasing and Burnout

Jennifer Gray, “The Brand Therapist”, has navigated the business and therapy worlds for almost twenty years. She counsels overwhelmed professionals on how to boldly reimagine their life. In her conversation with Shari, Jennif...
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Susan Heymann and Lorri Bernstein – Senior Living Specialists
April 18, 2024

Susan Heymann and Lorri Bernstein – Senior Living Specialists

Shari talks with Susan and Lorri about their journey to co-founding Senior Living Specialists Chicago, a premier local and free Senior Community Referral Service. Susan and Lorri explained the different types of senior commun...
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Adam Greco – The Budget Evangelist
March 15, 2024

Adam Greco – The Budget Evangelist

Where does all my money go? This is a question many people can’t answer. In this podcast, Shari talks to budgeting expert (and little brother) Adam Greco about budgeting tips. Adam is a budgeting fanatic. He lays out three bu...
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Recent Blog Posts

A Gift that Can Grow with Your Children
Aug. 12, 2025

A Gift that Can Grow with Your Children

Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.  A Gift that Can Grow with Your Children Did your child or gr…

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To SKI or Not to SKI (Spend Kids' Inheritance)?
Aug. 12, 2025

To SKI or Not to SKI (Spend Kids' Inheritance)?

EP Wealth’s Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow. To SKI or Not to SKI (Spend Kids' Inheritance)? I recently…

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Do You Have ENOUGH to Retire?
Aug. 12, 2025

Do You Have ENOUGH to Retire?

Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future. Do …

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About the Host

Shari Greco Reiches

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